Three global stock picks with income potential

Henderson's Ben Lofthouse picks out three of the stocks he's been buying
recently for his Global Equity Income Fund.

The Henderson Global Equity Income fund was launched in its current format in May 2012 and has returned 27pc over the year, versus 22.4pc for the sector.

Mr Lofthouse manages the £663m Henderson Global Equity Income fund alongside Andrew Jones and the fund is overweight in European stocks and underweight in the US compared to its benchmark, the MSCI World Index.

From the US Mr Henderson also liked Six Flags Entertainment, which operates theme parks and offers a yield of around 5pc.

Looking for income globally offers investors greater diversity and greater choice, he said, as well as providing direct access to faster growing parts of the world.

"In the UK one might invest in a mining share to get access to Chinese growth. If you are global you can invest directly in a Chinese stock, perhaps a Chinese retailer or road operator and get access to that growth directly without worrying about other companies that the mining company is exposed to," he said.